See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC2 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,545 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,609 | $100,801+50.4% | $149,696+1.3% | $73,409+106.5% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 13.92% | 265.34%-251.4pp | 276.60%-262.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $2,793 | $3,312-15.7% | $4,644-39.9% | $2,234+25.1% |
| Participant deferral / active EE | $9,295 | $6,404+45.1% | $6,842+35.9% | $3,805+144.2% |
| Admin fee / account holder | $256 | $181+41.9% | $9,309-97.2% | $158+62.5% |